Gregory Schlaudecker
Gregory Schlaudecker is a registered investment advisor at Adaptfirst Investments LLC, based in Jamestown, NC, with 35 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 572 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
2609 Glasshouse Rd, Ste 107, Jamestown, NC, 27282
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is an Investment Adviser Representative with AdaptFirst Investments, LLC and owner/operator of Emerald College Planning, LLC. He also holds positions in several other organizations, including Financial Service Advisors Council, Greensboro Leads Group, Meadow at Jamestown HOA, and sells fixed/traditional insurance products through PKS Financial and Fixed Insurance, dedicating minimal time to these insurance sales.
Employment History
Current Registrations
Adaptfirst Investments LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Intercarolina Financial Services, INC.Broker
Intercarolina Financial Services, INC.
1717 Capital Management Company
1717 Capital Management CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
New England SecuritiesBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.